SPWM
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Spartan Planning & Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Spartan Planning & Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$986 Buy
15
+12
+400% +$789 ﹤0.01% 134
2022
Q3 		$0 Hold
3
– – ﹤0.01% 89
2022
Q2 		$0 Hold
3
– – ﹤0.01% 115
2022
Q1 		$0 Buy
+3
New – ﹤0.01% 136